iShares U.S. Insurance ETFIAKETF
13F holders, Q1 2025 (March 31)167holders +10
26new positions
14sold out
1famous investor
$137.60avg. 13F price*
At the end of Q1 2025, 167 institutions reported holding iShares U.S. Insurance ETF (IAK) in their 13F filings, up 10 from Q4 2024. 26 opened new positions and 14 sold out. The largest holders were Morgan Stanley ($48.6M), Wells Fargo & Company ($35.8M) and SPC Financial, Inc. ($22.6M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares U.S. Insurance ETF
- CUSIP
- 464288786
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 26 | $39.6M |
| Exits | 14 | $8.5M |
All 13F filers, Q4 2024 → Q1 2025: 628,891 shares bought and 638,784 shares sold, net −9,893 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 167 holders
| Morgan Stanley | 0.00% | Reduce -16.1% | 352,460 | $48.6M |
| Wells Fargo & Company | 0.01% | Add +17.0% | 259,456 | $35.8M |
| SPC Financial, Inc. | 1.99% | Reduce -2.4% | 163,839 | $22.6M |
| LPL Financial LLC | 0.01% | Add +42.6% | 159,813 | $22.0M |
| MML Investors Services, LLC | 0.07% | Reduce -34.9% | 147,161 | $20.3M |
| Stifel Financial Corp. | 0.02% | Reduce -15.8% | 122,748 | $16.9M |
| Royal Bank of Canada | 0.00% | Reduce -23.7% | 118,446 | $16.3M |
| Bank of America Corp. | 0.00% | Reduce -7.5% | 115,413 | $15.9M |
| Composition Wealth, LLC | 0.31% | Add +84.8% | 112,787 | $15.5M |
| Advisory Services Network, LLC | 0.26% | Add +4.4% | 97,851 | $13.5M |
| Beacon Harbor Wealth Advisors, Inc. | 2.78% | New | 86,768 | $12.0M |
| Osaic Holdings, Inc. | 0.03% | Reduce -28.2% | 81,475 | $11.2M |
| UBS Group AG | 0.00% | Reduce -11.0% | 72,743 | $10.0M |
| Spectrum Wealth Counsel, LLC | 1.18% | Add +20.8% | 71,539 | $9.9M |
| Commonwealth Equity Services, LLC | 0.01% | Add +1264.9% | 68,942 | $9.5M |
| Prospera Financial Services Inc | 0.21% | Add +7.2% | 67,000 | $9.2M |
| WESPAC Advisors SoCal, LLC | 2.37% | Reduce -6.0% | 65,907 | $9.1M |
| Adapt Wealth Advisors, LLC | 4.17% | Add +8.2% | 62,104 | $8.6M |
| GGM Financial LLC | 5.79% | Reduce -1.2% | 61,565 | $8.5M |
| Raymond James Financial Inc. | 0.00% | Reduce -10.5% | 57,460 | $7.9M |
| Schorn Wealth LLC | 2.58% | Add +6.9% | 56,820 | $7.8M |
| MinichMacGregor Wealth Management, LLC | 1.69% | Reduce -38.8% | 54,787 | $7.6M |
| Castleark Management LLC | 0.26% | No change | 54,070 | $7.5M |
| Legend Financial Advisors, Inc. | 5.23% | Reduce -3.2% | 51,624 | $7.1M |
| BNP Paribas Financial Markets | 0.01% | New | 50,000 | $6.9M |
| Federation des caisses Desjardins du Quebec | 0.03% | New | 48,044 | $6.6M |
| Cadent Capital Advisors, LLC | 2.01% | Reduce -2.7% | 38,341 | $5.3M |
| Jackson Wealth Management, LLC | 0.61% | New | 36,428 | $5.0M |
| Well Done, LLC | 0.86% | Add +4.0% | 37,727 | $4.8M |
| Founders Financial Securities LLC | 0.40% | Reduce -0.4% | 36,328 | $4.8M |
| Hollencrest Capital Management | 0.21% | Reduce -4.4% | 34,455 | $4.7M |
| Lee Danner & Bass Inc. | 0.38% | Reduce -2.2% | 33,745 | $4.7M |
| Chicago Wealth Management, Inc. | 2.20% | Reduce -1.2% | 30,410 | $4.2M |
| GTS Securities LLC | 0.17% | New | 28,373 | $3.9M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -74.3% | 28,026 | $3.9M |
| Martin & Co. Inc. | 0.72% | Add +0.2% | 26,995 | $3.7M |
| Private Advisor Group, LLC | 0.02% | Reduce -36.5% | 26,252 | $3.6M |
| Capital Advisory Group Advisory Services, LLC | 1.38% | Add +3.2% | 26,150 | $3.6M |
| Tepp RIA, LLC | 4.81% | Add +596.8% | 25,691 | $3.5M |
| NewEdge Advisors, LLC | 0.02% | Add +5.3% | 24,553 | $3.4M |
| Tudor Financial Inc. | 2.02% | Reduce -0.2% | 24,466 | $3.4M |
| Jane Street Group, LLC | 0.01% | Add +47.4% | 23,906 | $3.3M |
| Cottonwood Capital Advisors, LLC | 2.36% | Add +11.5% | 23,305 | $3.2M |
| Citadel Advisors | 0.00% | Add +607.4% | 22,461 | $3.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -71.7% | 21,883 | $3.0M |
| Mariner, LLC | 0.01% | Reduce -13.8% | 21,628 | $3.0M |
| Geneos Wealth Management Inc. | 0.10% | Add +113.4% | 21,484 | $3.0M |
| RFG Advisory, LLC | 0.08% | Add +27.2% | 20,984 | $2.9M |
| SP Asset Management LLC | 0.24% | Reduce -3.1% | 19,485 | $2.7M |
| Stonebridge Financial Planning Group, LLC | 1.09% | Add +4.1% | 17,289 | $2.4M |
| Avantax Advisory Services, Inc. | 0.01% | Add +15.6% | 16,972 | $2.3M |
| Susquehanna International Group, LLP | 0.00% | Add +684.0% | 16,746 | $2.3M |
| Equitable Holdings, Inc. | 0.02% | Reduce -31.1% | 15,972 | $2.2M |
| Hills Bank & Trust Co | 0.14% | Reduce -4.3% | 14,050 | $1.9M |
| VestGen Advisors, LLC | 0.09% | — | 13,776 | $1.9M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -13.2% | 13,775 | $1.9M |
| Eagle Strategies LLC | 0.33% | Add +0.7% | 13,593 | $1.9M |
| GeoWealth Management, LLC | 0.07% | Add +632900.0% | 12,660 | $1.7M |
| Great Valley Advisor Group, Inc. | 0.04% | Add +1.5% | 12,246 | $1.7M |
| PFG Advisors | 0.09% | Reduce -3.2% | 11,783 | $1.6M |
| Cibc World Market Inc. | 0.00% | No change | 11,540 | $1.6M |
| Game Plan Financial Advisors, LLC | 0.86% | Add +17.0% | 11,065 | $1.5M |
| Fig Financial Advisory Services Inc. | 0.98% | Reduce -6.9% | 10,060 | $1.4M |
| Fortis Group Advisors, LLC | 0.26% | Reduce -50.3% | 9,797 | $1.4M |
| Smith Anglin Financial, LLC | 0.14% | Reduce -9.2% | 9,545 | $1.3M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +6.3% | 9,337 | $1.3M |
| KKM Financial LLC | 0.53% | Reduce -0.4% | 9,061 | $1.2M |
| Allworth Financial LP | 0.01% | Reduce -25.7% | 9,461 | $1.2M |
| Atria Investments, Inc | 0.01% | Add +2.3% | 8,249 | $1.1M |
| Delos Wealth Advisors, LLC | 0.84% | Add +0.4% | 7,700 | $1.1M |
| Cetera Investment Advisers | 0.00% | Add +27.8% | 7,423 | $1.0M |
| Leuthold Group, LLC | 0.13% | Reduce -58.4% | 7,119 | $981K |
| &partners | 0.01% | Add +3.2% | 7,110 | $968K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -0.8% | 6,494 | $895K |
| Genesee Capital Advisors, LLC | 0.44% | Reduce -33.2% | 6,380 | $879K |
| Tower Research Capital LLC (TRC) | 0.03% | Add +6.4% | 6,291 | $867K |
| IFG Advisory, LLC | 0.04% | No change | 5,807 | $800K |
| Apeiron RIA LLC | 0.23% | Reduce -3.0% | 5,502 | $758K |
| Summit Financial, LLC | 0.02% | New | 5,298 | $730K |
| Jones Financial Companies LLLP | 0.00% | Reduce -5.7% | 5,207 | $709K |
| Kingswood Wealth Advisors, LLC | 0.06% | Add +2.9% | 4,838 | $667K |
| Muirfield Wealth Advisors LLC | 0.56% | Reduce -33.1% | 4,771 | $658K |
| Perigon Wealth Management, LLC | 0.02% | Reduce -2.6% | 4,756 | $655K |
| Sfmg, LLC | 0.05% | No change | 4,705 | $648K |
| Belpointe Asset Management LLC | 0.03% | Add +47.9% | 4,674 | $644K |
| WT Wealth Management | 0.20% | Reduce -83.1% | 4,445 | $613K |
| US Bancorp \de | 0.00% | Reduce -0.3% | 4,377 | $603K |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -25.6% | 4,365 | $602K |
| AMJ Financial Wealth Management | 0.18% | New | 4,364 | $601K |
| Retirement Planning Co of New England, Inc. | 0.30% | Add +0.5% | 4,336 | $598K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -17.4% | 4,317 | $595K |
| DAVENPORT & Co LLC | 0.00% | Reduce -30.6% | 4,090 | $564K |
| Sonata Capital Group Inc. | 0.24% | No change | 4,000 | $551K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Add +14.5% | 3,832 | $528K |
| Cardiff Park Advisors, LLC | 0.05% | No change | 3,500 | $482K |
| Winthrop Advisory Group LLC | 0.06% | Add +12.6% | 3,452 | $476K |
| Old Mission Capital LLC | 0.01% | Reduce -75.2% | 3,432 | $473K |
| Stephens Inc. | 0.01% | Add +0.5% | 3,378 | $466K |
| TFB Advisors LLC | 0.13% | Reduce -4.5% | 3,212 | $443K |
| Bank Hapoalim BM | 0.07% | Reduce -5.3% | 3,210 | $442K |
"% of holder's portfolio" is IAK's weight in each manager's 13F, not the share of iShares U.S. Insurance ETF the manager owns.